Silver Oak Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Silver Oak Wealth Management LLC

$446 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$55.41 - $62.08 $205,404 - $230,130	3,707 New	3,707 $230 Million

Others Institutions Holding SCHX

# of Institutions

1,336

Shares Held

460M

Call Options Held

24.7K

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

149M
Shares

$3.49 Billion
1.85% of portfolio
Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Sei Investments CO Oaks, PA

12.5M
Shares

$293 Million
1.17% of portfolio
Hbk Sorce Advisory LLC Erie, PA

10.6M
Shares

$248 Million
25.33% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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